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Bank of America

Runs a US consumer bank, brokerage and investment bank

Relationship Banker

Retail & Commercial BankingPosted on Nov 10
Full-timeSanta Fe, NM, USANo salary listed

About the Job

Requirements

  • Have a strong work ethic and focus on results while acting in clients' best interests.
  • Collaborate effectively, building and nurturing strong relationships.
  • Identify solutions for new and existing clients based on their needs.
  • Communicate effectively and confidently and engage comfortably with all clients.
  • Learn and adapt to new information and technology platforms.
  • Educate clients on conducting simple banking transactions through self-service technologies, including ATMs, online banking, and mobile banking.
  • Apply critical thinking and problem-solving skills to meet clients' needs.
  • Follow established processes and guidelines, adhering to applicable laws and regulations.
  • Manage time and capacity efficiently.
  • Be available to work weekends and/or extended hours, including at any financial center within a reasonable distance.
  • Desired: Experience in financial services and knowledge of industry products and solutions.
  • Desired: One year of demonstrated successful sales experience in a salary-plus-incentive environment with individual sales goals.
  • Desired: Six months of cash-handling experience.
  • Desired: Bachelor's degree or business-relevant associate's degree, such as business management, business administration, or finance.
  • Minimum education: High school diploma, GED, secondary school, or equivalent.

Responsibilities

  • Engage clients in the lobby to educate and assist them with transactions through self-service resources such as mobile banking, online banking, or ATMs.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Have in-depth conversations with clients to understand their financial and life priorities and connect them to solutions that meet their financial goals.
  • Execute the bank's risk culture and strive for operational excellence.
  • Build relationships with clients to meet financial needs.
  • Partner with experts in small business, lending, and investments to grow business knowledge and networks.
  • Manage financial-center traffic, appointments, and outbound calls effectively.
  • Drive the client experience.
  • Manage cash responsibilities.

Desired Qualifications

  • Experience in financial services and knowledge of financial services industry products and solutions.
  • One year of demonstrated successful sales experience in a salary-plus-incentive environment with individual sales goals.
  • Six months of cash-handling experience.
  • Bachelor's degree or business-relevant associate's degree, such as business management, business administration, or finance.

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

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